Filed April 27, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,527 |
Filed as: O,H & S LLP Service code 10 · EIN 94-2952627 | Accounting | $12,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,427 | $71,802+101.1% | $133,980+7.8% | $57,658+150.5% |
| Participation rate | 51.5% | 85.5%-34.0pp | 87.1%-35.6pp | 70.2%-18.7pp |
| Annual return | 5.54% | 13.51%-8.0pp | 29.30%-23.8pp | 5.13%+0.4pp |
| Employer contribution / active EE | $4,041 | $3,161+27.8% | $5,211-22.5% | $1,974+104.8% |
| Participant deferral / active EE | $4,513 | $4,606-2.0% | $6,282-28.2% | $3,061+47.5% |
| Admin fee / account holder | $1 | $88-98.5% | $9,324-100.0% | $95-98.6% |